Member Info for Early_Bird

See what's happening over at DGQ, has done 130% in the last week or two and likely to do 10x in the next few months. US Quantum peers are all valued in the billions of dollars.

If VULT can emulate even a fraction of this, we should be looking at a huge success here.

The crypto treasury space has become a graveyard, so it looks like they’re sensibly pivoting toward quantum and AI. Hopefully they’ll fully exit their ETH position. With cash plus ETH exceeding the current market cap, this feels like a no-brainer—especially given that ~99% of the capital structure sits above.

Encouraging to see directors committing significant capital in the 1p premium raise as well.

Looking forward to seeing the next steps unfold.

Feels like $50k a real possibility

Very encouraging. All commodity prices that ATM have exposure to have been performing extremely well lately.

Https://x.com/tozzer121/status/1998850367396651503?s=20

Harry Ruda of ⁦ DeltaGoldTech will chair and be a key note speaker at the event

Delta Gold have the quantum computing golden goose :)

Totally agree.

Great to listen to that Sunday roast podcast interview. Sounds like an US OTC listing is on the cards here. US market will absolutely lap this story up.

£8m Mcap.... with £100m of NAV in WeShop.

Just needs patience here, let the traders move on... will bag up when the noise moves on IMO

These are the founders of the business, and they fully deserve every share they hold — it’s their vision, their execution, and they’re clearly committed, given they won’t be selling a single share until a buyout event.

The facts are straightforward: this is a £7.5m market-cap company with £2.5m in cash, funded for three years and, based on the trajectory, very likely to be acquired before that window closes. Pre-IPO shares are hard-locked for 12 months, and IPO shares fall under EIS, meaning holders are strongly incentivised to stay invested for three years to maximise the benefits.

You’ll struggle to find a cleaner or more aligned share structure in the entire small-cap space — yet somehow this is the angle people choose to criticise. It’s honestly laughable.

50-100p target here in the next 12months for me here. 50p is still just £29m Mcap

Fun hasn't even started yet. DGQ have a unique selling point above its direct competitors and they're all valued in the billions. When the US cotton on, it will get fun here for shareholders.

Not only the strongest book, but the leanest operation. Overheads circa £200k a year including all salaries and listing fees. Their £2.5m of cash is enough to last 3 years, until completion of their 3 year research agreement with the university of Toronto, given their initial $1m payment to the university was made using the preIPO funding.

From 8mins45

https://audioboom.com/posts/8815554-sunday-roast-featuring-michael-jones-ceo-of-delta-gold-technologies-dgq-aym-delt-bzt-afp-x?utm_source=twitter&utm_medium=social&utm_content=retweet&utm_campaign=detailpage

Let's hope leaky price action

The only other listed pure-play quantum computing companies on the public markets to give a line of sight to possible valuations in this space:

IonQ MCap $25.1b

Rigetti Mcap $18.3b

Quantum Computing Mcap $4.8b

Wave Quantum Mcap $15.3b

A very healthy holding size there Jonathan! Like you say, an extremely sticky book, pre IPO aligned and hard locked for 12months and IPO money is EIS therefore incentivised to hold for 3 years+....

I think this will really skyrocket when the US get wind of the opportunity here. Hopefully some nice news and PR to raise awareness in the near term

80M is derisked here now funding concerns have been dealt with.

Onwards and upwards

Agree frankly

The bond has always been known about and factored in to the Tennyson NAV calculations!

Https://theextractormagazine.com/2025/12/03/uis-emerges-as-southern-africas-fourth-most-important-tech-metals-mine/

14.5x disconnect

Tick tock.. each day that passes the more overhang we churn